Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Aaon
AAON
$6.93B
| $10.4M | 0.01% |
471,174
+6,976
| +2% | +$155K |
|
|
AHL
1277
DELISTED
ASPEN Insurance Holding Limited
AHL
| $10.4M | 0.01% |
256,475
+4,706
| +2% | +$192K |
|
|
BPFH
1278
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $10.4M | 0.01% |
656,119
+10,249
| +2% | +$163K |
|
1279
Safety Insurance
SAFT
$1.09B
| $10.4M | 0.01% |
122,074
+4,876
| +4% | +$416K |
|
1280
TEGNA Inc
TGNA
$3.37B
| $10.4M | 0.01% |
958,961
+16,707
| +2% | +$181K |
|
1281
Dine Brands
DIN
$361M
| $10.4M | 0.01% |
138,915
+963
| +0.7% | +$72K |
|
|
LMNX
1282
DELISTED
Luminex Corp
LMNX
| $10.4M | 0.01% |
351,386
+21,587
| +7% | +$637K |
|
|
NTRI
1283
DELISTED
NutriSystem, Inc.
NTRI
| $10.4M | 0.01% |
269,504
+19,061
| +8% | +$734K |
|
1284
China Yuchai International
CYD
$1.39B
| $10.4M | 0.01% |
+477,346
| New | +$10.4M |
|
|
CTB
1285
DELISTED
Cooper Tire & Rubber Co.
CTB
| $10.4M | 0.01% |
393,847
+178,805
| +83% | +$4.7M |
|
1286
Murphy USA
MUSA
$7.26B
| $10.3M | 0.01% |
139,278
+1,563
| +1% | +$116K |
|
1287
ODP
ODP
$611M
| $10.3M | 0.01% |
405,527
+182,172
| +82% | +$4.65M |
|
1288
International Bancshares
IBOC
$4.4B
| $10.3M | 0.01% |
241,454
+3,398
| +1% | +$145K |
|
1289
ePlus
PLUS
$1.93B
| $10.3M | 0.01% |
219,616
-6,254
| -3% | -$294K |
|
|
PDCO
1290
DELISTED
Patterson Companies, Inc.
PDCO
| $10.3M | 0.01% |
455,440
+90,503
| +25% | +$2.05M |
|
|
NAVG
1291
DELISTED
Navigators Group Inc
NAVG
| $10.3M | 0.01% |
181,154
+9,130
| +5% | +$520K |
|
1292
Cirrus Logic
CRUS
$5.91B
| $10.3M | 0.01% |
268,742
-9,891
| -4% | -$379K |
|
1293
Jefferies Financial Group
JEF
$13.5B
| $10.3M | 0.01% |
505,228
-374,739
| -43% | -$7.63M |
|
|
TIER
1294
DELISTED
TIER REIT, Inc.
TIER
| $10.3M | 0.01% |
431,795
+138,396
| +47% | +$3.29M |
|
1295
SPS Commerce
SPSC
$4.18B
| $10.3M | 0.01% |
278,980
+14,530
| +5% | +$534K |
|
1296
OSI Systems
OSIS
$3.97B
| $10.2M | 0.01% |
132,353
-4,676
| -3% | -$362K |
|
|
HF
1297
DELISTED
HFF Inc.
HF
| $10.2M | 0.01% |
297,443
+14,674
| +5% | +$504K |
|
1298
LiveRamp
RAMP
$1.74B
| $10.2M | 0.01% |
339,836
+4,597
| +1% | +$138K |
|
1299
American Woodmark
AMWD
$950M
| $10.1M | 0.01% |
110,450
-7,964
| -7% | -$729K |
|
1300
US Physical Therapy
USPH
$1.23B
| $10.1M | 0.01% |
105,222
+5,423
| +5% | +$521K |
|